|
ETF Investing Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
STB
|
1.69
|
6.40
|
5.31
|
3.45
|
20%
|
|
iShares Lehman 7-10 Year Treasury (IEF)
|
IEF
|
ITB
|
2.11
|
10.44
|
6.28
|
4.70
|
20%
|
|
iShares Lehman TIPS Bond (TIP)
|
TIP
|
IPB
|
(3.86)
|
6.16
|
4.14
|
|
4%
|
|
PowerShares High Yield Corporate Bond (PHB)
|
PHB
|
HYB
|
(17.77)
|
|
|
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
3.25
|
(13.78)
|
5.27
|
13.71
|
4%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
(24.39)
|
23.48
|
|
|
2%
|
|
PowerShares Global Clean Energy (PBD)
|
PBD
|
Sector
|
(30.04)
|
(33.21)
|
|
|
2%
|
|
iShares MSCI EAFE Index (EFA)
|
EFA
|
Intl
|
(18.01)
|
(28.72)
|
1.77
|
10.02
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(24.47)
|
(29.69)
|
8.27
|
19.31
|
2%
|
|
PowerShares Dynamic Large Cap (PJF)
|
PJF
|
LCC
|
(7.85)
|
(17.85)
|
|
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(13.86)
|
(24.12)
|
(0.13)
|
4.16
|
2%
|
|
Powershares S&P 500 BuyWrite (PBP)
|
PBP
|
LCV
|
(4.00)
|
|
|
|
2%
|
|
MidCap SPDRs (MDY)
|
MDY
|
MCC
|
(11.42)
|
(17.35)
|
1.28
|
8.25
|
2%
|
|
PowerShares DWA Technical Leaders (PDP)
|
PDP
|
MCC
|
(24.82)
|
(27.24)
|
|
|
2%
|
|
iShares Russell Midcap Value Index (IWS)
|
IWS
|
MCV
|
(7.49)
|
(20.55)
|
0.35
|
9.79
|
2%
|
|
iShares Russell 2000 Index (IWM)
|
IWM
|
SCC
|
(0.93)
|
(14.08)
|
1.90
|
8.18
|
2%
|
|
iShares Russell Microcap Index (IWC)
|
IWC
|
SCC
|
0.34
|
(22.10)
|
(3.68)
|
|
2%
|
|
iShares Russell 2000 Growth Index (IWO)
|
IWO
|
SCG
|
(6.92)
|
(16.51)
|
1.40
|
6.57
|
2%
|
|
iShares Russell 2000 Value Index (IWN)
|
IWN
|
SCV
|
6.60
|
(10.98)
|
2.44
|
9.65
|
2%
|
|
Money Market Fund
|
|
MM
|
0.54
|
3.92
|
4.32
|
3.12
|
20%
|
|
Portfolio Return
|
|
|
(3.21)
|
(0.99)
|
4.45
|
5.40
|
100%
|
|
|
|
|
|
|
|
|
|
|
Combined ETF & Mutual Fund Portfolio
|
|
|
% Return
|
Insightful
|
|
Fund Name
|
Symbol
|
Type
|
3 Mo
|
1 Yr
|
3 Yr
|
5 Yr
|
Allocation
|
|
iShares Lehman 1-3 Year Treasury Bond (SHY)
|
SHY
|
ITB
|
1.69
|
6.40
|
5.31
|
3.45
|
16%
|
|
iShares Lehman 7-10 Year Treasury (IEF)
|
IEF
|
ITB
|
2.11
|
10.44
|
6.28
|
4.70
|
12%
|
|
iShares Lehman TIPS Bond (TIP)
|
TIP
|
IPB
|
(3.86)
|
6.16
|
4.14
|
|
4%
|
|
iShares Lehman Aggregate Bond (AGG)
|
AGG
|
ITB
|
(0.64)
|
3.33
|
3.93
|
3.47
|
4%
|
|
Artio Global High Income
|
BJBHX
|
HYB
|
(6.28)
|
(6.84)
|
2.87
|
6.15
|
4%
|
|
Fidelity New Markets Income
|
FNMIX
|
EMB
|
(6.64)
|
(4.57)
|
3.99
|
8.03
|
4%
|
|
iShares Cohen & Steers Realty Majors (ICF)
|
ICF
|
RE
|
3.25
|
(13.78)
|
5.27
|
13.71
|
4%
|
|
Alpha Hedged Strategies
|
ALPHX
|
Hdg
|
(12.60)
|
(16.18)
|
(0.26)
|
4.18
|
4%
|
|
1st Source Monogram Long/Short
|
FMLSX
|
L/S
|
(5.37)
|
(6.40)
|
4.38
|
5.46
|
6%
|
|
Rydex Managed Futures
|
RYMFX
|
MF
|
(6.51)
|
6.60
|
|
|
6%
|
|
PowerShares DB Commodity Idx Trking Fund (DBC)
|
DBC
|
Sector
|
(24.39)
|
23.48
|
|
|
4%
|
|
UMB Scout International
|
UMBWX
|
Intl
|
(17.43)
|
(22.49)
|
4.52
|
12.28
|
2%
|
|
iShares MSCI Emerging Markets Index (EEM)
|
EEM
|
Intl
|
(24.47)
|
(29.69)
|
8.27
|
19.31
|
2%
|
|
Rydex Sector Rotation
|
RYSRX
|
LCC
|
(17.44)
|
(22.34)
|
1.14
|
7.55
|
2%
|
|
PowerShares QQQ (QQQQ)
|
QQQQ
|
LCG
|
(13.86)
|
(24.12)
|
(0.13)
|
4.16
|
2%
|
|
1st Source Monogram Income Equity
|
FMIEX
|
LCV
|
(9.12)
|
(15.19)
|
5.46
|
11.30
|
2%
|
|
Royce Premier Inv
|
RYPRX
|
MCC
|
(11.68)
|
(10.07)
|
6.14
|
12.97
|
2%
|
|
iShares Russell Midcap Growth Index (IWP)
|
IWP
|
MCG
|
(17.73)
|
(24.73)
|
(0.95)
|
6.26
|
2%
|
|
Artisan Mid Cap Value
|
ARTQX
|
MCV
|
(6.28)
|
(11.16)
|
2.91
|
12.65
|
2%
|
|
Royce Micro-Cap Inv
|
RYOTX
|
SCC
|
(12.51)
|
(20.09)
|
3.15
|
9.47
|
2%
|
|
WesMark Small Company
|
WMKSX
|
SCG
|
(10.66)
|
(12.69)
|
3.42
|
7.57
|
2%
|
|
Allianz NFJ Small Cap Value D
|
PNVDX
|
SCV
|
(4.59)
|
(10.37)
|
4.76
|
12.70
|
2%
|
|
Money Market Fund
|
|
MM
|
0.54
|
3.92
|
4.32
|
3.12
|
10%
|
|
Portfolio Return
|
|
|
(5.10)
|
(1.71)
|
4.30
|
6.40
|
100%
|
